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I will setup and automate hubspot CRM, pipedrive hubspot workflows, hubspot pipelines
CRM Automation Expert, CRM Workflows and sales pipeline
I help businesses turn their CRM into a revenue system instead of a contact database. I build CRM workflows, automate follow-ups, connect sales and marketing tools, and clean up broken processes. With...
About this Gig
Your HubSpot is running. Your revenue isn't.
Leads come in and sit there. Your team follows up manually because the workflow was never built. Deals stall because no one gets notified. You're paying for a CRM that should be running your sales process but right now it's just storing contacts.
That's what I fix.
What I do
I'm a certified HubSpot specialist who makes HubSpot actually do the work it's built for lead routing, follow-ups, deal triggers, lead scoring, and integrations (Zapier, Make, n8n, Slack, Sheets, Stripe, APIs/webhooks). Clean setup, broken workflow rebuild, or full automation system I build it around how your business actually sells.
you'll get
- HubSpot CRM setup & pipelines
- Workflow & lifecycle automation
- Email sequences & drip campaigns
- Lead scoring, routing, deal automation
- API/webhook integrations
- Custom dashboards & reporting
- Clean, documented systems your team can maintain
After we're done
Leads get followed up automatically. Deals move without you pushing them. Reports show what's real. No more paying for features you don't use.
Clear communication, tested workflows, systems built around your process not copy-paste.
Message me before ordering:
Software:
HubSpot
FAQ
Do I need a paid HubSpot plan for this, or does the free CRM work?
The free CRM works for basic setup, but a lot of the automation people actually want (multi-step workflows, lead scoring, deal automation) requires Starter or Pro. I'll tell you exactly which tier you need before you spend on anything — and build around whichever plan makes sense for your budget.
I'm on Salesforce/Zoho/Pipedrive right now — can you migrate us into HubSpot?
Yes. Migration is usually more involved than a fresh setup since it means mapping old fields, cleaning duplicate data, and preserving history. This isn't included in the base packages — message me with your current CRM and record count and I'll scope it separately.
What happens if something breaks or I need changes after delivery?
Everything's tested before handoff, but businesses change — new products, new pipelines, new tools. I offer ongoing support/maintenance beyond the initial build if you'd rather not troubleshoot workflows yourself later.
Can you train my team so they're not stuck asking me every time something needs updating?
Yes — I can record a walkthrough or do a live session covering how to edit workflows, read the dashboards, and make small changes without breaking anything. Not automatically included, but easy to add.
My automation idea involves a tool that isn't on Zapier or Make — can you still connect it?
Usually, yes — through a direct API or custom webhook. This is more advanced work than standard integrations, so it's scoped as part of Premium or as a custom quote depending on complexity.
Is my contact data cleaned up before automation is built, or do I need to do that myself?
Messy data (duplicates, missing fields, inconsistent formatting) breaks workflows before they even run. Basic cleanup is included in GROWTH and AUTHORITY. For larger databases with heavy duplication, deep data cleaning is available as an add-on.
Can you set up different permissions for my sales, marketing, and support teams?
Yes. User roles and permission structures are included starting at GROWTH, so each team only sees and edits what they need. For larger teams or multiple departments, custom permission mapping can be added.
Can you customize lead scoring based on my specific sales criteria, not just HubSpot's default model?
Yes. STARTER uses standard scoring setup. Custom scoring built around your actual close data, deal size, or buyer behavior is available in AUTHORITY or as an add-on.
I run multiple brands/products — can HubSpot handle separate pipelines and reporting for each?
Yes, HubSpot supports this, but it takes deliberate setup to keep data from mixing. Multi-pipeline builds with separated reporting aren't included in the standard packages — message me with details and I'll scope it.
